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CubeSmart

457 hedge funds and large institutions have $7.78B invested in CubeSmart in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $8.57B → $7.78B (-$788M)

14% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 181

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.1M
Puts
$1.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
251
Allspring Global Investments
North Carolina
$786K
STA
252
Summit Trail Advisors
New York
$773K
X
253
Xponance
Pennsylvania
$761K
GCM
254
Gallacher Capital Management
Colorado
$726K
AG
255
AIA Group
Hong Kong
$726K
NYLIM
256
New York Life Investment Management
New York
$721K
VPIM
257
Vanguard Personalized Indexing Management
California
$720K
Marshall Wace
258
Marshall Wace
United Kingdom
$681K
WorldQuant Millennium Advisors
259
WorldQuant Millennium Advisors
New York
$673K
ACM
260
AEW Capital Management
Massachusetts
$670K
SOAMC
261
Spirit of America Management Corp
New York
$665K
FAM
262
Fairtree Asset Management
South Africa
$646K
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$631K
Cetera Investment Advisers
264
Cetera Investment Advisers
Illinois
$626K
WIA
265
World Investment Advisors
California
$622K
VC
266
VarCov Co
Connecticut
$619K
FCM
267
Fieldview Capital Management
Michigan
$613K
SAM
268
Securian Asset Management
Minnesota
$599K
CGH
269
Crossmark Global Holdings
Texas
$595K
MFG
270
Merit Financial Group
Georgia
$584K
SA
271
Sanctuary Advisors
Indiana
$582K
CAU
272
Caxton Associates (UK)
$581K
LFAS
273
Level Four Advisory Services
Texas
$579K
1C
274
111 Capital
France
$563K
PL
275
Perpetual Ltd
Australia
$559K